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iShares US Healthcare ETF

427 hedge funds and large institutions have $1.39B invested in iShares US Healthcare ETF in 2021 Q4 according to their latest regulatory filings, with 77 funds opening new positions, 127 increasing their positions, 102 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

246% more call options, than puts

Call options by funds: $1.71M | Put options by funds: $495K

235% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 23

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

25% more repeat investments, than reductions

Existing positions increased: 127 | Existing positions reduced: 102

14.82% more ownership

Funds ownership: 215.61%230.43% (+15%)

12% more funds holding

Funds holding: 382427 (+45)

10% more capital invested

Capital invested by funds: $1.27B → $1.39B (+$128M)

Holders
427
Holders Change
+45
Holders Change %
+11.78%
% of All Funds
6.57%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.08%
New
77
Increased
127
Reduced
102
Closed
23
Calls
$1.71M
Puts
$495K
Net Calls
+$1.22M
Net Calls Change
+$969K
Name Holding Trade Value Shares
Change
Change in
Stake
BAM
376
Bellevue Asset Management
Washington
$30K
CTC
377
Central Trust Company
Missouri
$30K
TC
378
Truvestments Capital
Florida
$30K
OSNBOA
379
Old Second National Bank of Aurora
Illinois
$27K
CLOS
380
Compagnie Lombard Odier SCmA
Switzerland
$24K -$14.3K -250 -38%
CIAS
381
Capital Investment Advisory Services
North Carolina
$23K -$9.43K -165 -30%
AF
382
Advisornet Financial
Minnesota
$23K
TCWM
383
Total Clarity Wealth Management
Illinois
$23K
CHA
384
Carmichael Hill & Associates
Maryland
$22K
EIP
385
Ellis Investment Partners
Pennsylvania
$21K
FWP
386
FAS Wealth Partners
Kansas
$21K
FPFS
387
First Personal Financial Services
North Carolina
$21K
AWM
388
Accel Wealth Management
Iowa
$20K
ADL
389
Asset Dedication LLC
California
$20K
EWM
390
Evermay Wealth Management
Virginia
$20K
FFA
391
Founders Financial Alliance
North Carolina
$20K
SMG
392
Spectrum Management Group
Indiana
$20K
RFWA
393
RPg Family Wealth Advisory
Massachusetts
$19.8K
FF
394
FourThought Financial
Florida
$18K
HWM
395
HighMark Wealth Management
Minnesota
$18K
MAM
396
McCarthy Asset Management
California
$18K
MTIC
397
Missouri Trust & Investment Company
Missouri
$18K +$17.1K +300 New
JMF
398
Johnson Midwest Financial
Iowa
$17K
AA
399
Addison Advisors
Vermont
$16K +$15.1K +265 New
GT
400
Glenmede Trust
Pennsylvania
$15K

IYH Hedge Fund Activity: Q4 2021 in Review

427 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares US Healthcare ETF (IYH) for Q4 2021, worth a combined $1.39B — up 10% from $1.27B a quarter earlier.

Buyers outnumbered sellers: 77 funds opened new IYH positions and 23 closed out — a net gain of 54 holders — while 127 added to existing stakes and 102 trimmed.

The largest buyer was Prudential Financial, opening a new position worth an estimated $194M. The largest seller was Bank of Montreal, cutting an estimated $67.9M.

  • 427 institutional investors held iShares US Healthcare ETF (IYH) as of Q4 2021, up from 382 in Q3 2021.
  • Funds reported $1.39B of iShares US Healthcare ETF stock for Q4 2021, up 10% quarter-over-quarter.
  • 77 funds opened new iShares US Healthcare ETF positions in Q4 2021 and 23 closed out, a net change of +54 holders.
  • The largest iShares US Healthcare ETF buyer in Q4 2021 was Prudential Financial, an estimated $194M added.
  • The largest iShares US Healthcare ETF seller in Q4 2021 was Bank of Montreal, an estimated $67.9M sold.

Based on aggregated 13F filings for Q4 2021.